Commercial Lines Technician

The Assistant will provide high quality service to the clients, always maintaining a pleasant and helpful attitude towards the insured. They will be responsible for placing client accounts with insurance companies. Assist Client Account Managers, Sales Producers, and the Team Leader in the completion of administrative functions. Make every effort to retain business; and to assist in the growth and profitability of the agency and its Commercial Lines Division.

WHAT YOU'LL DO: • Issue Certificates of Insurance & Evidence of Property • Request Loss Runs from carrier or online • Process and Policy Checking for all renewal policies, including mailing to insured • Pre-Renewal Checklists to assist Account Service Managers/Select Agent with renewal marketing process, including preparing applications and proposals. • Responsible for follow-up on Direct Bill renewals prior to month-end • Responsible for issuing all carrier on-line endorsements • Process all endorsements received for accuracy and mail to insured. • Request Additional Information from Insured (driver information, updated renewal information, follow-up voluntary audit forms, recommendations made by loss control, etc.) • Build and Maintain Client Relationship, phone, email and meeting contacts • Complete and submit Loss Notices, Mail Claim Follow-up to Insured; follow-up on all open claims and process all claims documentation. • Complete check requests payable to Insured at request of ASM for return premium endorsement, audit, and overpayment of premium and mailing to insured.